Remote Administrative Assistant - Wealth Advisory Part-Time

Harbourfront Wealth Management; Canada; A distancia; CAD 30.000 - 33.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Remote work schedule

Part-time position

Descripción de la vacante

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.

The ideal candidate has at least 2 years in a similar role, with familiarity in investment environments, CRM tools, NBIN, and strong MS Office skills. Excellent communication and organization are essential.

Formación

• Minimum 2 years in a similar admin role.
• Experience in investment or banking is an asset.
• Familiar with Salesforce or similar CRM is an advantage.
• NBIN Back-office system knowledge is an asset.
• Proficient in Microsoft Office and document handling.
• Ability to learn quickly and communicate effectively.
• Strong organizational skills and meticulous attention to detail.
• Excellent customer service and collaboration abilities.

Responsabilidades

• Oversee daily administrative duties including paperwork, scheduling, correspondence, and coordination.
• Maintain accurate client records and ensure documentation is current and filed.
• Assist with client onboarding, account administration, and follow-up on requests.
• Work independently, manage multiple priorities, and handle calls and emails.
• Organize meetings and conference calls and prepare reports.

Conocimientos

Administrative support

Multi-tasking

Communication

MS Office

Herramientas

Salesforce

NBIN Back-office

Descripción del empleo

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.

The ideal candidate has at least 2 years in a similar role, with familiarity in investment environments, CRM tools, NBIN, and strong MS Office skills. Excellent communication and organization are essential.